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  1. Vanguard tax forms ready
  2. PIMIX - Bond position / allocation
  3. Capital Gains question
  4. 2022 first full year of retirement: tax gain harvest, Roth conversion, etc...
  5. Using Tax Calculators for Planned Roth Conversions
  6. PSA: Planning for Infrequent (Major) Expenses
  7. Credit Card Rewards for CY21
  8. TAX EXEMPT BOND FUNDS ? A Question
  9. Annuity vs. Lump Sum - How to decide?
  10. Anyone familiar W/Decoding the SSA.GOV "ANYPIA" App to see one's Future SS Payment?
  11. Advice for 26 year old/rollover of 401K
  12. 0% LT Capital Gain vs 12% Roth Conversion
  13. Updating Social Security Benefits
  14. How Much is Enough to Self Insure for LTC?
  15. Social Security Calculator for ER?
  16. Secured loan / investment in home for family member ?
  17. Bankrate Awards
  18. Retirement Calculators
  19. What would you do with this $?
  20. How Much Should You Pay for Professional Advice? excellent Mike Piper post
  21. Investment advice for a new granddad?
  22. How much would you Roth convert?
  23. Mechanics of Fidelity IRA Withdrawal
  24. Bond allocation @ 41 yrs old
  25. What ETF do you have and will keep for the forseeable future?
  26. Tips? My first estimated tax payment
  27. Any other "Car Guys" planning for FIRE?
  28. Age 55 and two small pensions -- what would you do?
  29. good firecalc %
  30. VERY conservative asset allocation
  31. Best CD, MM Rates & Bank Special Deals Thread 2022 - Please post updates here
  32. Homeowner Insurance and replacement cost estimate
  33. Mega Backdoor roth via my own business Vanguard 401k
  34. Your 2022 S&P Prediction
  35. FIRE in 4-6 years; what do you wish you'd done at this stage
  36. SIPC Insurance on each $500,000 balance?
  37. SP500 decades chart, 1920's to now
  38. Time for Vanguard?
  39. Basic RMD question
  40. Estimating future federal income taxes
  41. Does tax-deferred $$ make sense for us?
  42. Best auto insurance carrier?
  43. Will Vanguard Ever Start Managed ETFs?
  44. Wisdom of doing roth conversions !
  45. Closed fund rollover from 401k to IRA, in-kind
  46. Sold Stock - Taxable Investment Suggestions?
  47. New federal retiree transfer TSP balance question
  48. Ibond Journey
  49. Best resource to ease someone in to tracking / reducing expenses?
  50. Should I use a 529?
  51. 529 funds for teacher certification test?
  52. Quicken Deluxe 40% off with coupon Amazon
  53. Take non-COLA pension now since the money will be devalued by inflation?
  54. Vanguard pushing me to brokerage account
  55. Can you contribute to HSA when retired ?
  56. Final Year End Roth Conversion
  57. Resources you use to Educate on Money and Markets in retirement
  58. 60/40 balanced fund/what to do for asset management issues
  59. CA Taxes on people with terminal diagnosis
  60. Pulling money from Roth pre 59.5
  61. Changed RMD Tables for 2022
  62. Realistic budget for travel and health in retirement?
  63. Vanguard 60/40 Balanced fund
  64. 401K question about investment selection
  65. How Much Time
  66. Trigger point for trusts?
  67. For Those Who Want To Increase Spending, On What?
  68. Treasury Direct Conversion Account
  69. sigh ... 2020 tax refund in 2022
  70. Contactless Credit cards - safe
  71. Worthwhile article and thread on "The Most Efficient Portfolios"
  72. Where to hold cash at Vanguard
  73. Mental Gymnastics to Make Sure You are Spending Enough
  74. Mindset vs Tax Bracket
  75. Converting Vanguard Funds to ETFs at another broker
  76. Social Security Benefits Questions
  77. ITOT ETF paying non-qualified or qualified dividends?
  78. Help Me Understand What is Going on with TRBCX?
  79. amended tax return
  80. Big glitch in 2021 HR B software until it updates, check others
  81. tax impact of paying down student loans?
  82. SLAT or GRAT
  83. Online only Banks & I-bonds - Ally Bank
  84. Cash out rentals to invest in the markets ?
  85. Inheritance/will question
  86. 2 years retired now, some concerns perhaps/perhaps not?
  87. Where to get cash
  88. ACA penalty for overestimating income?
  89. TIPS in an IRA
  90. Retirees aren’t spending enough of their nest eggs - Interesting Barton’s article
  91. How Will Inflation Affect Your 2022 Planned Spend?
  92. Question about gifting strategy
  93. Offer to Change Credit Cards - Why?
  94. Anybody want to share steps to choose what to sell?
  95. Time to Move Forward- Life Story
  96. Signing back of credit card?
  97. Second To Die Life Insurance Policy for Estate Planning
  98. Linking Treasury Direct to online bank account
  99. Weird observation, using H&R Tax softwere
  100. 401k Roth Conversions
  101. Morningstar's Market Crystal Ball Irresponsible
  102. Penfed Visa w/ 5% Cashback on Gas
  103. Rising Equity Glide Path in Retirement
  104. Edward Jones and my remorse
  105. Firecalc Mortgage - include in Pensions/Off chart
  106. Wash sale transactions
  107. Transferring from TRPrice to Fido Tax Consequences
  108. What can we learn from the Bob Ross estate saga?
  109. Clarification on RMD withdraw date
  110. Weird message on SSA website related to estimated benefits
  111. Opinions on AA for elderly couple with 4 year max horizon
  112. Anyone Here Have Personal Experience Using Fisher Investments?
  113. Solo401K/Revocable living trust
  114. PSA: Inherited IRA and RMD
  115. Looking for Bettter CD Rates
  116. Retire in June or OMY?
  117. What to do with big payoff?
  118. Roth maximum contribution for low earned income
  119. Where to put 350k for a year that is earmarked for a house renovation
  120. Three year plan to 59.5
  121. Questions about DTC transfers
  122. Help me refine my message to my advisor
  123. Warning: Quicken Interface to Schwab is Toast
  124. Pre Paying estimated tax payments
  125. ACA Noob
  126. Dormant Accounts
  127. Personal loan question
  128. Is it better to take an RMD before or after capital gains distributions?
  129. ACA cliff suspension strategy
  130. AA Between Different Accounts
  131. Liftoff!!!
  132. When do you withdrawal from your portfolio?
  133. Forecasting I-Bond earnings
  134. Latest Inflation Data and report
  135. Quicken Renewal
  136. Who purchased an annuity and is glad they did?
  137. Article: The Secret Is Out on 7.12% Inflation-Protected Bonds
  138. FireCalc questions
  139. How to add minor accounts to TreasuryDirect
  140. Medicare and IRMAA increase not withheld in December
  141. IRMAA Clarification
  142. Roth Conversion into existing Roth IRA account - accounting
  143. Life Insurance
  144. Backdoor Roth when not eligible for 401k
  145. Umbrella Policy - To Cancel or not?
  146. Is there such a thing as saving too much?
  147. Question about spending from nestegg prior to retirement
  148. Thanks for all the specific things I learned about here
  149. Schwab website glitch today -- inaccurate data
  150. Question about umbrella insurance
  151. What? Me, consult? I don't know where to begin.
  152. Is it silly to use Roth money and do Roth Conversion.
  153. Revocation Trust
  154. Fidelity is giving away $100 limited time
  155. Making a rent-free house for one son fair to the other son
  156. SS income vs ROTH conversions
  157. How to decide what to funds to sell
  158. Our First snafu at Fido with Inherited IRA transfers
  159. Asset Allocation and Alternatives
  160. Who/How am I billed for Part D IRMAA adder?
  161. Tips For Converting 80 Individual Stocks To ETF’s
  162. Special Needs Trust
  163. 457 Fees vs. Taxable Account
  164. Too much cash in hand?
  165. HSAs in Retirement
  166. RMD Question
  167. How to pay for home remodel
  168. Inherited Non Spouse IRA: RMD Questions
  169. Is an extra year of w*rk worth $2700 annually?
  170. Giving Tuesday Today
  171. Software developers, how viable is making your own app?
  172. Roth Conversions for 4 years?
  173. 1031 out of company stock into etf?
  174. Estimated Payments/Timing
  175. Withdrawing from an HSA
  176. Spending after Retirement
  177. How does the ACA subsidy work in 2022?
  178. Share Avg Return Percentage & Portfolio
  179. Fire vs Growing Inflation
  180. What does it mean to be a professional?
  181. Ridiculous online financial advice column questions
  182. Made 300K last year - But still don't have enough for a HCOL city and not very happy
  183. PPACA Premium Tax Credit and American Rescue Plan Act
  184. How to minimize taxes on inherited IRA?
  185. 3 Fund (Bogle) or 2 Fund (Buffet) Portfolio Strategy?
  186. 401K Withdrawal instead of Roth converting?
  187. Additional social security benefits for veterans
  188. Ponzi - Avoidable Transactions Statute
  189. Transferring money to Europe
  190. Retired father-n-law….
  191. Roth Conversion 5 Year Rule
  192. Social Security redesigned your statement, here’s why you should take a long, hard lo
  193. $300000+ to invest
  194. Cash alternatives
  195. ETF equivalent of VWELX?
  196. Insure to Get a House "Totaled"?
  197. RSUs or Stock Options what did you do and how to think about it
  198. Simple Question about Roth Conversions ?
  199. Max out 401K in last year?
  200. Moving from stocks to bonds - how?
  201. Can't get a straight answer on early Roth IRA penalty
  202. SS and Deflation
  203. Medicare Premium via EasyPay, SS benefit, IRMAA - Now what?
  204. 2022 SS Increases
  205. FI forums for Simple People
  206. Got the green light from our CFP
  207. Gifting from a joint/trust account
  208. Save the farm?
  209. Amateur Estate Executor Fail
  210. Build Back Better Bill health care provisions
  211. Where to park money that is not needed for 10-15 years?
  212. Question on tax type order when estimating
  213. When to discontinue long term disability insurance
  214. Leaving jobs - Any ACA advice?
  215. Big Milestone - $3M
  216. Opinions on taxable brokerage & ER
  217. At what point did you stop doing Roth conversions?
  218. Calculating Deferred vs SS vs Cash vs Pension vs Nest Egg Income.
  219. My 1st Roth Conversion
  220. IRA money in your will
  221. Who Is Your Role Model for Retirement?
  222. SS @ 70 Poll, How much will U & UR SO Get, Please SS @ 70 Only, No External Pensions
  223. Detailed question about IRA withdrawl taxation
  224. Any experience with deferred compensation plans?
  225. How many have bought something "cool" after an inheritance?
  226. HSA reimbursements to Roth?
  227. Rebalance in ROTH or Taxable?
  228. Wealth Management Company Worth It?
  229. RV placed in Living Trust?
  230. Fascinating to explore portfolio perf vs time periods
  231. Roth Conversions, the basics?
  232. Excel Question
  233. modeling inflation - opinions ?
  234. Tax scenario for Irrevocable trust questions
  235. credit card fraud pending
  236. Minimum rate of return in retirement
  237. How to fund vacation rental condo?
  238. Lets talk tax torpedos: Pension, QBI, RMD and SS
  239. withdrawal rates and methodologies
  240. ACA plan transitioning to Medicare in 022
  241. Gold woke up
  242. SS Earned Income Amount
  243. The important "trigger" income levels for 2022
  244. NEW MEMBERS PLEASE READ: Overdue Thank You to this incredible resource.
  245. 2021 Conversion Decision
  246. Two questions regarding wills
  247. Revocable Trust vs. Beneficiary at Death.
  248. Advice for dealing with an insolvent estate
  249. Staying Motivated after FI(re)
  250. Did anyone else get this email from Wells Fargo?